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Oxford Retirement & Estate Planning

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Oxford Retirement & Estate Planning

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Oxford Retirement & Estate Planning is a family-run business that spans five generations. "Link in bio" ⬇️
linktr.ee/oxfordretirement

𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁(𝘀) 𝗮𝘁 𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗼𝘂𝗿𝘀𝗲𝘀👇🏻
https://daretoretireu.com/

See our "𝗟𝗶𝗻𝗸 𝗶𝗻 𝗕𝗶𝗼"➡️ https://linktr.ee/oxfordretirement

At 𝐎𝐱𝐟𝐨𝐫𝐝 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a 𝒘𝒆𝒍𝒍 𝒕𝒉𝒐𝒖𝒈𝒉𝒕-𝒐𝒖𝒕 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒚, using a variety of investments, insurance products, and services, 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐚𝐝𝐝𝐫𝐞𝐬𝐬 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝒏𝒆𝒆𝒅𝒔 𝒂𝒏𝒅 𝒄𝒐𝒏𝒄𝒆𝒓𝒏𝒔. The Oxford Retirement Process offers services in three primary areas:

𝑮𝑹𝑶𝑾 – Prepare for retirement by 𝐩𝐮𝐭𝐭𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐡𝐚𝐫𝐝-𝐞𝐚𝐫𝐧𝐞𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 𝐭𝐨 𝐰𝐨𝐫𝐤. How we do it?
- 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
- 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀
- 𝗜𝗥𝗔/𝟰𝟬𝟭(𝗸) 𝗥𝗼𝗹𝗹𝗼𝘃𝗲𝗿𝘀
- 𝗔𝗻𝗻𝘂𝗶𝘁𝗶𝗲𝘀

𝑷𝑹𝑬𝑺𝑬𝑹𝑽𝑬 – Protect the assets that can 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐥𝐢𝐯𝐞 𝐭𝐡𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐲𝐨𝐮’𝐯𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐢𝐦𝐚𝐠𝐢𝐧𝐞𝐝. How we do it?
- 𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗧𝗮𝘅-𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗖𝗮𝗿𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀
- 𝗟𝗶𝗳𝗲 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲

𝑮𝑰𝑽𝑬 – Provide for the 𝐩𝐞𝐨𝐩𝐥𝐞 𝐚𝐧𝐝 𝐜𝐚𝐮𝐬𝐞𝐬 𝐲𝐨𝐮 𝐜𝐚𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭. How do we do it?
- 𝗘𝘀𝘁𝗮𝘁𝗲 & 𝗟𝗲𝗴𝗮𝗰𝘆 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴

10/29/2026

Social Security questions have a way of multiplying as retirement gets closer. 🤔

Should you claim as soon as you're eligible? What might waiting mean? And how does Social Security fit alongside the rest of your retirement income?

If you've found yourself wondering about any of those things, consider joining Austin Fetch, Wealth Advisor, for Maximizing Social Security at Glendale Community College - North Campus.

He'll be teaching the course twice this November, with an evening session on Tuesday, November 3rd, and Wednesday, November 4th, both from 6–9 PM.

Pick whichever session works for your schedule and come spend a few hours getting better acquainted with Social Security.

➡️ Register at https://loom.ly/mbbMWQQ or by calling 623-933-9508.

10/28/2026

📈 The timing of your Social Security benefits can play an important role in your retirement income strategy.

While claiming early may provide income sooner, waiting longer could increase your monthly benefit. The right decision depends on factors like your financial needs, other sources of income, and your overall retirement goals.

Taking the time to understand your options can help you make a more informed decision for your future. 🗓️✨

10/28/2026

There may be a future tax bill hiding inside that retirement account.

Pre-tax contributions can provide tax benefits while you're working, but withdrawals are generally taxable later. And eventually, required minimum distributions can influence when money starts coming out.

Wealth Advisor Chris Thomas breaks down why it's important to look beyond the account balance and consider the tax treatment of those dollars, too. 💸

10/27/2026

How might taxes change once you retire?

Our upcoming Taxes in Retirement course is an opportunity to learn more about the tax considerations that may come with different sources of retirement income.

Wealth Advisor Dayne Ventrone will be presenting at Estrella Mountain Community College:

🗓 November 3rd | 6–9 PM
or
🗓 November 10th | 6–9 PM

Visit https://loom.ly/mbbMWQQ or call 623-933-9508 to register and join us.

10/27/2026

📢 There are more important updates coming to Social Security in 2027! If you're still working or planning to claim benefits soon, these changes are worth knowing about.

Wealth Advisor Austin Fetch breaks down two key updates: the increase in maximum taxable earnings and the updated income limits for those collecting Social Security before reaching full retirement age while continuing to work.

Understanding how these limits work can help you make more informed decisions as you plan for retirement.

Stay informed and keep up with the changes that could impact your retirement income!

📞 Have questions? Call our office at (623) 933-9508.

10/26/2026

Happy 6-Year Work Anniversary to Austin Fetch, Wealth Advisor! 🎉

Austin's passion for financial education has become an important part of what he brings to Oxford. Whether he's leading a workshop or sitting down with clients, he genuinely enjoys helping people better understand the decisions in front of them.

We're lucky to have you on the team, Austin. Congratulations on six years! 👏

10/26/2026

📢 There are some important updates coming to Social Security in 2027! What could these changes mean for your retirement income?

The cost-of-living adjustment (COLA) is increasing by 3.6%, which can affect both your Social Security benefits and Medicare premiums.

Wealth Advisor Austin Fetch breaks down how these changes work, what they could mean for you, and what to keep in mind as you plan for retirement.

Stay informed and keep up with the changes that could impact your retirement income!

📞Have questions? Call our office at (623) 933-9508.

10/26/2026

💼 Think everyone who inherits money has to pay inheritance tax?

Inheritance tax rules vary by state, and inheriting money doesn't automatically mean you'll owe taxes. Federal estate taxes and state inheritance taxes are different, and whether taxes apply depends on the circumstances of the estate. 🔍

Understanding the difference can help you make informed decisions and prepare your estate plan with your loved ones in mind.

👥 Know someone who is planning their estate or preparing for the future? Share this post with them!

10/25/2026

You've spent years asking, "How much should I save?" 🤷

As retirement gets closer, another question starts to matter: "How will I turn those savings into income?"

Athene's latest article explores that transition and some of the considerations that come with planning for income that may need to last for decades.

Give it a read, then reach out to our team at Oxford Retirement & Estate Planning if you'd like to take a deeper look at your own retirement income picture.

🗞 Article: https://loom.ly/08oNtiQ
🤝 Get in touch: https://loom.ly/cl2cz-A

After spending years focused on saving for retirement, it’s now time to determine how to turn those savings into income that lasts.

10/24/2026

Some messages deserve an immediate response. A suspicious one probably doesn't.

Before clicking, sharing information, or sending money, take a moment to verify who you're actually dealing with.

🔍 Our complimentary Fraud Prevention Checklist can help you spot common red flags and approach suspicious requests with a little more caution.

Request your copy at OxfordRetirement.com or call 623-933-9508.

Address

10699 West Bell Road
Sun City, AZ
85351

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 1pm

Telephone

+16239339508

Website

https://linktr.ee/oxfordretirement

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